Gold fell below $4,000/oz and is on track for a weekly drop of more than 3%. Escalating US‑Iran hostilities have lifted energy prices, which could keep inflation elevated and prompt further Fed tightening. Mitsubishi UFJ Financial Group analyst Soojin Kim said recent price action shows markets are placing greater weight on the risk that US rates will remain higher for longer than on gold’s traditional safe‑haven demand, leaving gold vulnerable unless geopolitical risk spills over into broad fina

Choi Tae-won, chairman of SK Group and head of the Korea Chamber of Commerce, said at a July 17 AI forum in Jeju that AI will drive continued, exponential growth in memory demand and investors should prefer long-term holdings in memory-related stocks over frequent trading. He described recent share pullbacks at two companies as normal market repricing when expectations outpaced reality and said he cannot predict month‑to‑month price moves. On strategy, Choi urged South Korea to move beyond exporting memory chips toward exporting compute power and AI services.

中國上證綜指7月17日（週五）收盤下跌118.26點，跌幅：3.05%，報3764.15點； 中國深證成指7月17日（週五）收盤下跌781.77點，跌幅：5.4%，報13706.88點； 中國滬深300指數7月17日（週五）收盤下跌169.34點，跌幅：3.6%，報4529.1點； 中國創業板指數7月17日（週五）收盤下跌263.83點，跌幅：7.15%，報3428.63點； 中國科創50指數7月17日（週五）收盤下跌131.48點，跌幅：7.12%，報1715.40點。